A man laughs while he holds twin toddlers who wear matching winter jackets and knit hats. The background is not in focus, but they are outside.

Trustee Services

Our personalized service makes all the difference in building, protecting and transferring wealth.  We work meticulously to understand your needs and goals, honor your vision, and strictly adhere to your intentions.  Our professionals maintain total oversight of investments and assets within the estate, including real estate.  We assume the responsibility of paying bills, managing ongoing expenses, filing tax returns, budgeting, distributing funds and more. Let us help tackle your greatest challenges and build a lasting partnership to ensure your family’s current and future generations benefit from the continuity of our services and the expertise of our team.